See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $17,312 |
4 funds of $250K or more; 22 lines in all, holding $2.9M of the plan's $2.9M. From the 2025 filing. Recordkeeper: Mutual OF America SEC.
Target-date series: T. Rowe Price Retirement, mutual fund, 88% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Mutual of America · Mutual fund Target-date, 10 vintages | $2.6M | 87.8% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $114K | 3.9% |
| Dimensional Retirement Income Fund Institutional Class Mutual of America · Mutual fund | $44K | 1.5% |
| Equity Index Fund Mutual of America · Mutual fund Index | $42K | 1.4% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $36K | 1.2% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $29K | 1.0% |
| Calvert Small-Cap Fund Class R6 Morgan Stanley · Mutual fund | $22K | 0.8% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $18K | 0.6% |
| Calvert US Large Cap Core Rspnb Index R6 Morgan Stanley · Mutual fund Index | $18K | 0.6% |
| Blackrock MID CAP Growth Equity Portfolio Class K BlackRock · Mutual fund | $11K | 0.4% |
See the other 12 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,301 | $49,915-49.3% | $154,803-83.7% | $74,304-65.9% |
| Participation rate | 52.3% | 54.0%-1.7pp | 78.1%-25.8pp | 60.3%-8.1pp |
| Annual return | 13.84% | 34.06%-20.2pp | 58.88%-45.0pp | 29.43%-15.6pp |
| Employer contribution / active EE | $1,070 | $1,611-33.6% | $4,305-75.1% | $2,241-52.3% |
| Participant deferral / active EE | $2,758 | $2,255+22.3% | $5,540-50.2% | $3,767-26.8% |
| Admin fee / account holder | $196 | $2,189-91.0% | $14,329-98.6% | $2,969-93.4% |